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Ep 279. The 401(k) Q&A

Episode 283

Today, Chip brings 3 questions all related to 401(k) in retirement.

7 months, 3 weeks ago

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Ep 278. Medicare Insights With Blake Grimm

Episode 282

David welcomes financial planner Blake Grimm for a timely conversation on Medicare. From open enrollment dates to the hidden costs of Advantage plans…

7 months, 3 weeks ago

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Ep 277. Cracks in NVIDIA's Earnings

Episode 281

David recaps Nebraska’s season opener at Arrowhead and the unforgettable fan experience that came with it. Then the focus turns to the news—Trump’s c…

7 months, 3 weeks ago

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Ep 276. Wealthy Investors Shift Towards Annuities

Episode 280

Zero fear in the markets, seasonal selloffs, and Jackson Hole patterns—David explains what these indicators might mean for investors right now. The c…

8 months ago

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Ep 275. Pay Off Debt or Pile Up Money Before Retirement?

Episode 279

What is an Irrevocable Life Insurance Trust and why should I do it? How much should I depend on an inheritance being a part of my retirement plan? An…

8 months ago

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Ep 274. Welcome Becky Swansburg!

Episode 278

From the White House press office to Capitol Hill, Becky Swansburg has seen firsthand how policy decisions shape Americans’ financial futures. Becky …

8 months ago

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Ep 273. The Evergrande Fallout

Episode 277

It’s Husker season kickoff, and the team shares their game-day predictions along with some personal football plans for the year. Then the conversatio…

8 months ago

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Ep 272. Building is Cheaper Than Already Existing Homes?

Episode 276

In our discussion today, we break down the shifting real estate landscape, from softening home prices in Florida, Texas, and beyond, to a surge in re…

8 months ago

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Ep 271. Is Retire SMART in Trouble?

Episode 275

With all the reductions in employees and assets at well-known financial firms, is Retire SMART in trouble?  Why has the rate of the rise of the S&P 5…

8 months, 1 week ago

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Ep 270. Welcome Chris Wootton!

Episode 274

Today, we sit down with Chris Wootton of Wootton Financial Group, a boutique wealth management firm just north of Houston. Chris shares his journey i…

8 months, 1 week ago

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